WMT icon

Walmart
WMT

Overview Fund Activity

1,307 hedge funds and large institutions have $71.3B invested in Walmart in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 506 increasing their positions, 537 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,307
Holders Change
-7
Holders Change %
-0.53%
% of All Funds
42.39%
Holding in Top 10
80
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.37%
% of All Funds
2.59%
New
76
Increased
506
Reduced
537
Closed
69
Calls
$904M
Puts
$968M
Net Calls
-$64M
Net Calls Change
-$79.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$997M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$284M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$460M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.64B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$140M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.52B
2
State Street
State Street
Massachusetts
$5.51B
3
Lazard Asset Management
Lazard Asset Management
New York
$452M
4
PI
PGGM Investments
Netherlands
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$495M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$183M -$122M -4,968,444 -40%
MTB
77
Mizuho Trust & Banking
Japan
$181M – – –
First Eagle Investment Management
78
First Eagle Investment Management
New York
$181M +$2.52M +102,348 +1%
FI
79
Focused Investors
California
$178M +$7.52M +305,100 +4%
LBA
80
Letko, Brosseau & Associates
Quebec, Canada
$173M +$346K +14,025 +0.2%
AI
81
Analytic Investors
California
$172M +$24.3M +983,979 +16%
RCG
82
Ruane, Cunniff & Goldfarb
New York
$171M -$1.27M -51,678 -0.7%
Swiss National Bank
83
Swiss National Bank
Switzerland
$167M +$126K +5,100 +0.1%
Citigroup
84
Citigroup
New York
$164M -$21.4M -868,050 -12%
JHIU
85
Janus Henderson Investors US
Colorado
$160M -$93.7M -3,800,028 -37%
Harris Associates
86
Harris Associates
Illinois
$157M +$4.57M +185,520 +3%
AQR Capital Management
87
AQR Capital Management
Connecticut
$156M -$10.4M -422,358 -6%
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$155M -$5.61M -227,730 -3%
AGA
89
Altrinsic Global Advisors
Connecticut
$154M -$2.39M -96,900 -2%
EVM
90
Eaton Vance Management
Massachusetts
$150M -$9.34M -378,711 -6%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$145M -$2.46M -99,729 -2%
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
$144M -$31.2M -1,263,891 -18%
BJ
93
BlackRock Japan
Japan
$143M -$4.03M -163,641 -3%
CM
94
CS McKee
Pennsylvania
$142M -$6.54M -265,386 -4%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$141M +$9.66M +391,818 +7%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$140M +$116M +4,698,525 +477%
Barclays
97
Barclays
United Kingdom
$138M +$19.6M +804,483 +16%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$133M +$34.5M +1,399,446 +35%
Axa
99
Axa
France
$132M -$121M -4,926,966 -48%
US Bancorp
100
US Bancorp
Minnesota
$130M -$1.28M -51,837 -1%
2 3
4
5 6